Steward case

CASE-003723

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvjj6udb-61866workflow paused, state held

Side-by-side comparison

Incoming TPA-55209 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55209incoming	#1MBR-034631Willie Black 0.831 rec. Best evidence: NameDate of birth	#2MBR-035243Willie Black 0.833 rec. Best evidence: NameDate of birth
Name	Willie Black	Willie V Black	Willie V Black
Date of birth	2001-09-22 9/22/2001	2001-09-22	2001-09-22
Member ID	—	—	UHC-22972-70
SSN	— •••-••-NULL	—	—
Phone	—	—	5414831637
Email	— N/A	—	willie.black@proton.me
Address	— UNKNOWN	—	4399 Sunset Blvd
City / state / ZIP	— NULL, null, null	—	Tucson, AZ, 85789
Group	— N/A	—	GRP-6265
Plan	—	—	NAVIGATE-HMO
Sources, records	TPA1 record	CLM ×11 record	CLM ×2TPA ×13 records

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-034631Willie Black0.83

Matched against CLM-411823, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-411823Willie Black2001-09-22Single record 1.00

▶#2MBR-035243Willie Black0.83

Matched against CLM-411825, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-411825Willie Black2001-09-22Rule 0.99
CLMCLM-411824Willie Balck2001-09-22Rule 0.99
TPATPA-55210Willie Black2001-09-22Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551cc83fd6ab
Escalated TPA-55209, top score 0.83, candidates MBR-034631, MBR-035243

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Willie BlackMBR-034631, score 0.83, 1 recordLinkLink to Willie BlackMBR-035243, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-55209 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvjj6udb-61866
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036839
Opened: 2026-10-22 12:43:43
Top score: 0.83